Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q2 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US DIVIDEN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.94% |
$48.6 - $55.7
|
214
$5.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2New |
$48.6 - $55.7
|
2
$54.2
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2+ 0.01% |
$48.6 - $55.7
|
14.5K
$392K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1+ 1.56% |
$24.3 - $27.9
|
65
$1.76K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-24- 82.76% |
$584 - $669
|
5
$135
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-50- 0.21% |
$1.22K - $1.39K
|
24.3K
$659K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-62- 0.03% |
$1.51K - $1.73K
|
234K
$6.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-120- 0.75% |
$2.92K - $3.34K
|
15.8K
$429K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-144- 0.17% |
$3.5K - $4.01K
|
82.7K
$2.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-183- 0.63% |
$4.45K - $5.1K
|
29K
$787K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-184- 0.04% |
$4.47K - $5.13K
|
473K
$12.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-220- 1.66% |
$5.35K - $6.13K
|
13.1K
$354K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-249- 0.74% |
$6.06K - $6.94K
|
33.6K
$910K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-249- 23.92% |
$6.06K - $6.94K
|
792
$21.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-273- 2.95% |
$6.64K - $7.61K
|
8.97K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-312- 2.02% |
$7.59K - $8.7K
|
15.1K
$410K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-312- 2.25% |
$7.59K - $8.7K
|
13.5K
$367K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-315- 1.01% |
$7.66K - $8.78K
|
30.9K
$837K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-361- 2.47% |
$8.78K - $10.1K
|
14.3K
$386K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-380- 12.73% |
$9.24K - $10.6K
|
2.6K
$70.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-390- 0.96% |
$9.48K - $10.9K
|
40.1K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-409- 1.7% |
$9.95K - $11.4K
|
23.7K
$642K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-414- 4.5% |
$10.1K - $11.5K
|
8.79K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-464- 1.77% |
$11.3K - $12.9K
|
25.7K
$697K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-466- 3.14% |
$11.3K - $13K
|
14.4K
$389K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-468- 1.27% |
$11.4K - $13K
|
36.4K
$986K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-471- 4.34% |
$11.5K - $13.1K
|
10.4K
$281K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-475- 0.18% |
$11.6K - $13.2K
|
266K
$7.2M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-480- 1.24% |
$11.7K - $13.4K
|
38.1K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-504- 4.42% |
$12.3K - $14K
|
10.9K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-508- 0.44% |
$12.4K - $14.2K
|
114K
$3.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-525- 99.81% |
$12.8K - $14.6K
|
1
$27.1
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-559- 4.6% |
$13.6K - $15.6K
|
11.6K
$314K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-564- 1.58% |
$13.7K - $15.7K
|
35K
$949K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-655- 3.88% |
$15.9K - $18.3K
|
16.2K
$439K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-701- 4.59% |
$17K - $19.5K
|
14.6K
$395K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-727- 1.37% |
$17.7K - $20.3K
|
52.2K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-771- 3.16% |
$18.8K - $21.5K
|
23.6K
$640K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-815- 4.76% |
$19.8K - $22.7K
|
16.3K
$441K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-859- 1.25% |
$20.9K - $23.9K
|
67.9K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-900- 9.34% |
$21.9K - $25.1K
|
8.74K
$237K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-948- 6.7% |
$23.1K - $26.4K
|
13.2K
$357K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-956- 10.31% |
$23.2K - $26.6K
|
8.32K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-968- 9.26% |
$23.5K - $27K
|
9.49K
$257K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-993- 14.95% |
$24.1K - $27.7K
|
5.65K
$153K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1K- 11.3% |
$24.3K - $27.9K
|
7.85K
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 2.53% |
$25K - $28.7K
|
39.7K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-1.05K- 1.82% |
$25.6K - $29.3K
|
56.9K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 5.29% |
$27.2K - $31.1K
|
20K
$542K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.12K- 1.14% |
$27.2K - $31.1K
|
97.2K
$2.63M
|